Finance Analyst

Overview

• Contribute to financial advisory services for public entities and non-profits in the tax-exempt bond markets.
• Collaborate with senior advisors on diverse projects, including proposals, offering statements, and client presentations.
• Perform quantitative analysis, financial research, and strategic evaluations using advanced tools and templates.
• Design and develop impactful presentation materials tailored to client needs.
• Engage in comparative analysis of financial and economic data to support decision-making.
• Enhance skills in financial modeling and advisory techniques within a supportive team environment.
• Participate in professional development opportunities and mentorship programs.

Key Responsibilities & Duties

• Prepare detailed proposals, offering statements, and comprehensive client reports.
• Conduct in-depth analysis of financing options and strategic opportunities.
• Utilize advanced software for quantitative financial analysis and modeling.
• Collaborate with team members to create impactful presentations for stakeholders.
• Research financial trends and data to inform advisory strategies.
• Maintain accuracy and timeliness in project deliverables and deadlines.
• Support senior advisors in client meetings and presentations.
• Develop expertise in public finance and tax-exempt bond markets.

Job Requirements

• Bachelor’s degree in accounting, economics, finance, or related field.
• Intermediate to advanced proficiency in Microsoft Word, Excel, and PowerPoint.
• Strong writing and communication skills for effective client interaction.
• Ability to manage multiple projects and meet strict deadlines.
• Familiarity with accounting concepts and financial terminology.
• Commitment to obtaining Series 50 license within one year of hire.
• Minimum GPA of 3.5 in relevant coursework.
• Demonstrated ability to work collaboratively in a team-oriented environment.